Triad Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Triad Financial Advisors’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$807K	Sell	5,193 -13	-0.2%	-$2.11K	0.28%	38
2023 Q2	$846K	Sell	5,206 -302	-5%	-$47.3K	0.35%	34
2023 Q1	$848K	Sell	5,508 -230	-4%	-$35.2K	0.37%	33
2022 Q4	$871K	Buy	5,738 +128	+2%	+$19.1K	0.39%	35
2022 Q3	$758K	Buy	5,610 +4	+0.1%	+$595	0.41%	35
2022 Q2	$804K	Buy	5,606 +1	+0%	+$152	0.45%	30
2022 Q1	$909K	Sell	5,605 -156	-3%	-$25.2K	0.49%	28
2021 Q4	$989K	Buy	+5,761	New	+$950K	0.59%	27

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Triad Financial Advisors's VIG Position: Q3 2023 in Review

Triad Financial Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.25% in Q3 2023, selling an estimated $2.11K and leaving 5,193 shares worth $807K. The position accounts for 0.28% of the portfolio, ranked #38.

Triad Financial Advisors first reported a position in VIG in Q4 2021 and has held it in 8 quarters since. The position peaked at $989K in Q4 2021. 1,824 funds tracked by Wall St. Rank hold VIG as of Q3 2023.

Triad Financial Advisors held 5,193 shares of Vanguard Dividend Appreciation ETF worth $807K as of Q3 2023.
Triad Financial Advisors sold 13 Vanguard Dividend Appreciation ETF shares in Q3 2023, an estimated $2.11K.
Vanguard Dividend Appreciation ETF made up 0.28% of Triad Financial Advisors's portfolio in Q3 2023, its #38 holding.
Triad Financial Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 8 quarters since.
Triad Financial Advisors's Vanguard Dividend Appreciation ETF position peaked at $989K in Q4 2021.
1,824 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2023.

Based on Triad Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.